2023 Form 5500 filing — Keap 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920052156NAL0007354849001) for Keap 401(K) Plan, reported by Infusion Software, Inc. under EIN 26-1382667 and plan number 003. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.6MReported net assets$17,631,036

Participants623

Provider compensation$48.2K2 Schedule C row(s)$48,171

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240920052156NAL0007354849001
Plan sponsor: Infusion Software, Inc.
EIN: 26-1382667
Plan number: 003
Location: Chandler, AZ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.6M total assets

Net assets$17.6MLiabilities$0

Money in vs. money out

Total income / additions$5.6M

Total expenses$2M

Benefits paid / distributions$1.9M

Contributions

Employer$332.2K

Participant$2.3M

Full reported line items

Total assets (EOY): $17,631,036
Total liabilities (EOY): $0
Net assets (EOY): $17,631,036
Employer contributions: $332,198
Participant contributions: $2,333,093
Total income / additions: $5,609,982
Benefits paid: $1,926,754
Administrative expenses: $48,170
Total expenses: $2,042,394
Net increase / (decrease): $3,567,588

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Usi Advisors, Inc$35K
INVESTMENT/FINANCIAL ADVI · Direct $35K · Indirect $0
2
Adp, Inc.$13.2K
RECORD KEEPER · Direct $13.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920052156NAL0007354849001 cover?: It is the 2023 Form 5500 filing for Keap 401(K) Plan, reported by Infusion Software, Inc. (EIN 26-1382667).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).